Create a requested transaction

POST/portfolio/transactions/requested

portfolio:write portfolio_requested_transaction_store

Submits a new draft transaction (e.g. redemption request) for approval. Accessible to both internal users and investors.

Request body

application/json, required · PortfolioCreateRequestedTransactionRequest

asset_idintegerRequired#
requested_bystring (uuid)Required#
typePortfolioRequestedTransactionTypeRequired#
metastring[]Required#

{
  "asset_id": 1,
  "requested_by": "9a9d1c5e-4f2b-4c8e-9a7d-2f1e6b3c4d5a",
  "type": "redemption",
  "meta": [
    "string"
  ]
}

Responses

200

RequestedTransactionResource

PortfolioRequestedTransactionResource

{
  "data": {
    "guid": "string",
    "asset": {
      "id": 1,
      "parent_asset_id": 1,
      "client_reference": "string",
      "guid": "string",
      "name": "string",
      "class": "string",
      "structure": "string",
      "uid": "string",
      "source": "string",
      "source_id": "string",
      "description": "string",
      "currency": "string",
      "has_subpositions": true,
      "has_parent": true,
      "subposition_type": "string",
      "created_at": "string",
      "updated_at": "string",
      "raw_asset_data": [
        "string"
      ],
      "asset_data": [
        "string"
      ],
      "metadata": [
        "string"
      ],
      "toggles": {
        "values": [],
        "chain_has_investor_toggle": true,
        "is_manual_valuation": true,
        "is_investor_sub_dist_allowed": true,
        "show_valuation_timeline": true
      },
      "has_fund_cash": true,
      "fund_cash_id": 1,
      "has_fund_cash_pots": true,
      "parent_has_fund_cash": true,
      "parent_name": "string"
    },
    "investor": {
      "id": 1,
      "client_reference": "string",
      "guid": "string",
      "email": "string",
      "source": "string",
      "name": "string",
      "source_id": "string",
      "created_at": "string",
      "updated_at": "string"
    },
    "type": "string",
    "state": "string",
    "settlement_date": "string",
    "meta": {},
    "created_at": "string",
    "updated_at": "string",
    "internal_user_name": "string",
    "rejection_reason": "string"
  }
}

422

Validation error

Examples

curl -X POST https://your-org-domain/kong/core/api/v2/portfolio/transactions/requested\
  -H "Authorization: Bearer $HELM_API_KEY"\
  -H "Content-Type: application/json"\
  -d '{
  "asset_id": 1,
  "requested_by": "9a9d1c5e-4f2b-4c8e-9a7d-2f1e6b3c4d5a",
  "type": "redemption",
  "meta": [
    "string"
  ]
}'